Bharti Axa NFO (New Fund Offering after 13 years)

NFO Open Date: 18th Sep

NFO Closing Date: 20th Sep

“Limited Time Opportunity to Invest at Rs 10 NAV (Net Asset Value)”

Why Bharti Axa – Top 3 Fund In India
Return CAGR (%), as on Jun 30, 2023

Fund Size Morningstar

S. No Fund Name Date of Launch 5-Year 10-Year Since Inception
(Rs Cr) Rating^^

Fund BM^ Fund BM^ Fund BM^

1 Growth Opp. Plus (Large Cap) 29-Dec-09 788 14.5% 12.4% 16.4% 13.8% 13.2% 10.4% 4

2 Grow Money Plus (Large Cap) 14-Dec-09 350 13.9% 11.7% 15.6% 12.8% 12.8% 10.4% 5

3 Grow Money (Large Cap) 24-Aug-06 266 13.7% 11.7% 15.4% 12.8% 12.7% 11.1% 4

Growth Opportunities (Large

4 10-Dec-08 43 15.0% 12.4% 16.5% 13.8% 17.1% 14.8% 4
Cap)

5 Build India 15-Feb-10 31 13.4% 11.7% 15.3% 12.8% 12.1% 10.9% 4

Bharti AXA Investment team has provided a SUPERIOR RISK ADJUSTED RETURNS!
Rating scale
Gives accurate strength of fund based on past performance

For internal circulation and training purpose only. KARE DHAMAKA SEPTEMBER
^BM: Benchmark; ^^Morningstar ratingsMEIN, LAABH PAYE
as of Jun 30, DIWALI
*CCBFI: MEIN
Crisil Composite Bond Fund Index; **CLFI: Crisil Liquid Fund Index
2
2023;
Why Mid Cap– Today’s Mid-caps are Tomorrow’s Large-caps!

Mid-caps have outshined large-caps over longer periods

Performance of various asset classes since 2011
400 Nifty 50 Midcap 100

300

200

100

0
Why Mid-Cap – Today’s Mid-caps are Tomorrow’s Large-caps!
Jan-11

Jan-13

Jan-15

Jan-17

Jan-19

Jan-21

Jan-23
Examples of Mid Cap companies that have become Large Cap
Last 1 year performance- 75.56% Last 1 year performance- 41% Last 1 year performance- 65.54% Last 1 year performance- 34.45%

For internal circulation and training purpose only. KARE DHAMAKA

Data as on Aug 2021, SourceSEPTEMBER MEIN, LAABH PAYE DIWALI MEIN
Edelweiss Mutual Fund 3
Why Mid Cap– Today’s Mid-caps are Tomorrow’s Large-caps!

Avg 23% CAGR by Mid Cap over 10years Period

3Y 5Y
Index/Funds 1-Year 10Y CAGR
CAGR CAGR
1 NIFTY Midcap 100 Index 24.30% 34.10% 14.30% 18.70%
KOTAK EMERGING EQUITY
2 17.60% 31.90% 16.90% 23.50%
FUND
3 HDFC MID-CAP OPP FUND 31.10% 36.40% 17.10% 23.40%
SBI MF MAGNUM MIDCAP
4 20.30% 36.00% 18.70% 23.10%
FUND
5 EDELWEISS MID CAP FUND 18.30% 32.40% 16.20% 22.20%
6 UTI MID CAP FUND 17.80% 29.80% 15.10% 21.80%
7 TATA MID CAP GROWTH FUND 23.30% 30.20% 16.90% 21.70%
INVESCO INDIA MIDCAP
8 19.90% 27.30% 15.60% 21.30%
FUND

AUM as on June 30, AUM as on June 30,

Growth in 3 Years (x)
2020 (INR Cr) 2023 (INR Cr)
Large Cap Funds 1,37,148 2,59,583 1.8x
Mid Cap Funds 79,993 2,18,145 2.7x
Source: Bloomberg
Why Mid Cap Now : Last 41 & 10 years CAGR for Preferred Investment Avenues

Its High Time to Rethink our Investment Strategy given the Inflation & Taxation
Post Inflation & Tax
Pre Inflation Returns Post Inflation Returns
@ 10%
Preferred Last Last Last Last Last Last
1981 2012 2022
Investment 41 yrs 10 yrs 41 yrs 10 yrs 41 yrs 10 yrs
Gold 1670 28129 51980 32.63% 6.33% 5.65% 0.31% 5.08% 0.28%
FD 8.50% 9.25% 5% 8.82% 5.7% 1.55% 1.31% 1.40% 1.18%
Sensex 173 17121 58568 58.32% 13.09% 25.69% 7.07% 23.12% 6.36%
PPF 8.25% 8.60% 7.10% 9.34% 6.2% 2.07% 1.72% 2.07% 1.72%
Real Estate 9% (20 yrs) 4.80% -3.5% -1.2%
Inflation 10 109 175 26.98% 6.02%

What we Should Know : Adjusting Inflation & Taxation 10 year CAGR for Gold 0.28% , FD 1.18% ,
Sensex 6.36%, PPF 1.72% and Real Estate at minus 1.2% . 5
Why Bharti Axa NFO

Enjoy 1.93 cr Tax Free Return for an Investment of 7 lacs in 7 years with
Insurance Cover of 10X
Why Invest in Bharti Axa NFO: Returns @ 23%*
1. New Investment Strategy leading to Investment Policy Term Policy Term
Premium Pay term
higher return probability amount 20 yrs 15 yrs
1,00,000 7,00,000 Pay 7 years 1.93 cr 74L
2. Early Entry leading to an opportunity
of reaping rich dividends 2,50,000 1,75,0000 Pay 7 years 4.82 cr 1.84 cr

Let your Money Work Hard Too….

3. Limited Subscription Period giving
Opportunity to Invest at 10rs NAV (18th to 20th)
an opportunity to enter a fund at
Limited Opportunity (Money will grow Faster)
Rs10 NAV for only few days (18th Sep
to 20th Sep) *Note 23% Return Taken basis last 10 years Mid Cap Fund Returns

For internal circulation and training purpose only. KARE DHAMAKA SEPTEMBER MEIN, LAABH PAYE DIWALI MEIN 6